President's Message
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William Paterson Winter 2010 Hands-On Finance Training Program
By Leslie Beck, CFP®, MBA
Public Relations Co-Director
Since 2007, William Paterson has hosted a “hands on” financial planning training program for students from Zhejiang University of Technology of Hangzhou, China. The twice-yearly program, run by Dr. Haiyang Chen, WPU’s Director of their Global Financial Services Institute, also provides an opportunity for WPU College of Business students to train in China.
Spring 2010 Conference
Date: May 12, 2010
Location: Hilton Woodbridge, Iselin
Time: All Day Conference
Registration: Coming Soon!
We hope to see you at our upcoming Spring Conference, scheduled for Wednesday, May 12th , at the Woodbridge Hilton in Iselin, NJ. This year, we will be addressing the always-timely topic of Estate Planning. We understand that many of our members have been asking for more advanced estate planning topics, and we believe we have this covered with our theme Estate Planning 360! We will begin the day with an update on the latest news involving the Federal estate planning laws. As you know, the current estate tax laws expired at the end of 2009. We will learn about what is being done to address the concerns of our clients who may be facing uncertainty given the lack of effort by our lawmakers to address this issue, and what pitfalls and opportunities may lie ahead.

October 4 – 10, 2010
Celebrate by participating in events across the country
National News
- FPA-ActiFi Adviser Technology Series - From 2010-2011, FPA members will receive a total of seven in-depth technology reports at no cost, sponsored by TD Ameritrade Institutional.
- FPA Retreat 2010 - April 22-25, 2010 - San Antonio, Texas - Retreat delves into the depths of financial planning, allows for reflection and deeper thinking while challenging the mind, sets the direction of the profession. Opportunities to share meaningful conversations, innovative ideas and tried-and-true best practices with the "who's who" of the financial planning profession.
- Spreading the Word about the Profession - Catch up on the latest FPA buzz! Don't just take our word for it – read what top newspapers and media outlets are saying about FPA.
- FPA’s Practice Management Center - Your source for practice management solutions
Government Relations
By Jason Hochstadt, CFP®, AIF®
Government Relations Director
Unfortunately, the Senior Financial Designation Abuse bills, supported by the FPANJ, were not among the many bills passed during the final days of the New Jersey legislative session. These bills would protect seniors from misleading and fraudulent marketing practices with respect to the use of senior-specific certifications and professional designations. The bills were introduced last year by Assemblyman Gary Schaer and Senator Kevin O'Toole. Recently, committee member Bill Stratton spoke with Assemblyman Schaer, who said that the bills were victims of the legislator's end-of-session priorities. Assemblyman Schaer said this is good legislation and he will reintroduce his bill in the Assembly early in the new legislative session. Assuming this occurs, the Government Relations Committee will once again seek your support in informing your legislators of the Senior Financial Designation Abuse issues and the FPANJ's support for the bill. Reference www.njleg.state.nj.us for information on New Jersey Legislature activities.
Public Awareness
By Omega Hartman, CFP®
Public Awareness Director
FPA is the community that fosters the value of financial planning…and the New Jersey Chapter has been doing it year-round in all different venues.
The Public Awareness Committee has partnered with community organizations, educational institutions, military, non-profit organizations, corporations, religious entities, and consumer groups to advance awareness of the value of financial planning in today’s economic and financial environment. Financial empowerment is the hoped for byproduct of implementing the financial planning process.

Financial professionals get ready
for students and the 9:15am bell.
Financial Helpline
Mayor Booker and Deputy Mayor Pryor surrounded by representative partner organizations supporting the Financial Helpline.
Financial Helpline Volunteers
The FPANJ would like to thank all of the volunteers that participated in The Newark Financial Helpline.
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Teri Marks, FPANJ Member |
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Glenn Toussaint, FPANJ Member |
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Diane DeOliveira, FPANJ Member |
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Newark Mayor, Cory Booker |
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January 19th Celebration Event


